+11,144.7%
DLTR vs GEN
+3,452.6%
+7,692.1%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.2% | +2.5% | +0.7% |
| 7D | +2.5% | -1.2% | +3.7% | +2.6% |
| 30D | +2.1% | +10.1% | -8.1% | +0.2% |
| 3M | +20.3% | +16.1% | +4.2% | +16.8% |
| 6M | +11.5% | +38.9% | -27.3% | +4.4% |
| YTD | +6.8% | +14.4% | -7.6% | +3.3% |
| 1Y | +31.1% | +5.9% | +25.2% | +28.5% |
| 3Y | +10.7% | +58.8% | -48.1% | -0.3% |
| 5Y | +41.6% | +24.7% | +16.9% | +31.4% |
| 10Y | +58.1% | +163.1% | -104.9% | +22.1% |
| All | +11,144.7% | +3,452.6% | +7,692.1% | +4,468.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded GEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling